Private Company Liquidity - Deal Execution Analyst/Associate

704 Solium Capital, LLC; Utah; Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

Morgan Stanley is seeking an Analyst/Associate to support the Private Markets deal execution from our South Jordan, Utah office. You will collaborate with Go to Market, Technology, and Relationship Management teams to drive client outcomes and smooth transaction processing.

The role requires a Bachelor’s degree, strong project management and Excel skills, and a proactive, detail-oriented mindset in a fast-paced environment.

Qualifikationen

• Bachelor’s degree required.
• Intermediate to advanced project management skills.
• Intermediate to advanced Microsoft Excel skills.
• Passion for providing exceptional client outcomes.
• Ability to work through ambiguity and drive clarity for internal & external stakeholders.
• Ability to read and interpret a variety of complex legal & technical documentation.
• Strong analytical background, attention-to-detail, and problem-solving skills.
• Comfortable working in a fast-paced and evolving environment.

Aufgaben

• Operate in a two-person deal team executing on client transactions within the Private Markets.
• Provide execution and operational support for tender offers and company sponsored payments.
• Support deal planning lifecycle for liquidity events including project planning, designing and facilitating testing plans, platform implementation, and processing transaction settlements.
• Manage intaking transaction requirements and deliverables ensuring key milestones are met.
• Provide expertise and support on equity stock plan awards, configurations, and reporting.
• Conduct presentations of product offering to demonstrate platform capabilities.
• Communicate with internal & external stakeholders to drive alignment on project deliverables.
• Partner with Product and Software Development teams to enhance platform product offerings.
• Identify areas of opportunity to create scale and efficiency through AI & automation projects.
• Proactively identify operational issues and drive business solutions.

Kenntnisse

Project management

Excel

Client focus

Ambiguity tolerance

Analytical thinking

Attention to detail

Fast-paced environment

Stakeholder communication

Ausbildung

Bachelor’s degree

Jobbeschreibung

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry.

Based out of our South Jordan, Utah office we are looking to hire an Analyst / Associate within our Morgan Stanley Private Markets team directly supporting Deal Execution for our Private Company Liquidity desk. This role will be critical in driving client and business outcomes within the Private Markets at Morgan Stanley. You will have the opportunity to work and collaborate with multiple teams across Go to Market, Technology, Software & Product Development, and Relationship Managers to facilitate the best possible client experience.

Responsibilities

• Operate in a two-person deal team executing on client transactions within the Private Markets
• Provide execution and operational support for tender offers and company sponsored payments
• Support deal planning lifecycle for liquidity events including project planning, designing and facilitating testing plans, platform implementation, and processing transaction settlements
• Manage intaking transaction requirements and deliverables ensuring key milestones are met
• Provide expertise and support on equity stock plan awards, configurations, and reporting
• Conduct presentations of product offering to demonstrate platform capabilities
• Communicate with internal & external stakeholders to drive alignment on project deliverables
• Partner with Product and Software Development teams to enhance platform product offerings
• Identify areas of opportunity to create scale and efficiency through AI & automation projects
• Proactively identify operational issues and drive business solutions

Qualifications

• Bachelor’s degree
• Intermediate to advanced project management skills
• Intermediate to advanced Microsoft Excel skills
• Passion for providing exceptional client outcomes
• Ability to work through ambiguity and drive clarity for internal & external stakeholders
• Ability to read and interpret a variety of complex legal & technical documentation
• Strong analytical background, attention-to-detail, and problem-solving skills
• Comfortable working in a fast-paced and evolving environment

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that’s differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back are not just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.

In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions and in the ability of capital to work for the benefit of all society.

What We Do